LABAX Mutual Fund

LABAX Mutual Fund

NAV$9.54
See how much of LABAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.51%
3 Months
+0.18%
6 Months
+0.01%
YTD
+1.22%
1 Year
+3.40%
3 Years (annualized)
+7.41%
5 Years (annualized)
+2.98%
10 Years (annualized)
+3.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LABAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.22%
Peer Avg (YTD)
+2.15%
vs Peers
-0.94%

LABAX Mutual Fund Performance

LABAX performance across multiple time periods: 1-month 0.51%, YTD 1.22%, 1-year 3.40%, 3-year 7.41%, 5-year 2.98%, 10-year 3.56%.

LABAX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

LABAX vs another fund shows side-by-side returns. LABAX alternatives are available in the Mutual Fund Screener.